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WOMEN
DEALMAKERS
Mary S. Josephs
Verit Advisors, LLC

Women

Leaders & Dealmakers

Forum & Awards Gala
TBD, September 2020. New York
Mary S. Josephs
Founder & Chief Executive Officer
Verit Advisors, LLC
What led you to a career in the deal-making industry?
A college economics major with a business minor, I came to deal-making via commercial banking and found it satisfied my analytical and mathematical skills, creativity and curiosity about entrepreneurs.
How does diversity add value in the deal-making process?
I believe women often offer a different, more-thoughtful perspective to deal-making, gained from active listening and discernment and benefiting from an open-minded, creative and problem-solving inclination.
The most memorable deal I worked on....
Our 2012 ESOP transaction for woman-founded, woman-led Dansko touched our passion for attaining genuine collaboration among the founders, company, its employees and the resulting ESOP.
Advice for achieving success in the industry....
Adopt the five Ps: passion, persistence, perspicacity, positivity and productivity – and because success requires a taste for hard work, expect to perspire as well.

Profile:

Mary Josephs is a recognized authority on family and private company finance, governance and employee stock ownership plans. She has 30-plus years of experience assisting 300 ownership transitions for middle-market companies. After a successful finance career, Mary founded Verit Advisors in 2009. She sits on several company boards also.

Mary has continually held leadership positions throughout the ESOP community including: member of the ESOP Association’s Board of Directors, chair of their Advisory Committee, chair of their Finance Advisory Committee, and a lifetime membership on the ESOP Association’s Board of Governors. She has been a board member of the National Center for Employee Ownership and currently is an Advisory Board member for Employee Owned S Corporations of America (ESCA).

Location: Verit Advisors, Chicago, Illinois, United States.

Education: M.B.A., in Finance from University of Chicago Booth School of Business and B.A., in Economics and French from Marquette University.


Women

Leaders & Dealmakers

Forum & Awards Gala
TBD, September 2020. New York

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